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Grocery Outlet Holding Corp.

GO
Exchange
Nasdaq
Industry
Retail-Grocery Stores
SEC CIK
0001771515

In the last 90 days, Grocery Outlet Holding Corp. insiders filed 2 open-market purchases and 1 sale; 246 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Grocery Outlet Holding Corp. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
235
+3 vs. Q3 2024
Shares held
104.1M
+3.43M (+3.4%) vs. Q3 2024
Total value
$1.62B
−$142.3M (−8.1%) vs. Q3 2024
New holders
49
75 more added
Sold out
46
91 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 235 institutions
Q1 2021: 218 institutionsQ2 2021: 200 institutionsQ3 2021: 197 institutionsQ4 2021: 196 institutionsQ1 2022: 208 institutionsQ2 2022: 237 institutionsQ3 2022: 251 institutionsQ4 2022: 243 institutionsQ1 2023: 225 institutionsQ2 2023: 237 institutionsQ3 2023: 245 institutionsQ4 2023: 254 institutionsQ1 2024: 250 institutionsQ2 2024: 216 institutionsQ3 2024: 236 institutionsQ4 2024: 235 institutionsQ1 2025: 228 institutionsQ2 2025: 239 institutionsQ3 2025: 246 institutionsQ4 2025: 240 institutionsQ1 2026: 226 institutionsQ2 2026: 246 institutions
Value heldQ4 2024: $1.62B
Q1 2021: $3.49BQ2 2021: $3.32BQ3 2021: $2.01BQ4 2021: $2.76BQ1 2022: $3.26BQ2 2022: $4.09BQ3 2022: $3.19BQ4 2022: $2.88BQ1 2023: $2.86BQ2 2023: $3.10BQ3 2023: $2.88BQ4 2023: $2.67BQ1 2024: $2.85BQ2 2024: $2.38BQ3 2024: $1.77BQ4 2024: $1.62BQ1 2025: $1.61BQ2 2025: $1.44BQ3 2025: $1.95BQ4 2025: $1.26BQ1 2026: $806.6MQ2 2026: $1.11B
Institutions holding GO and their total value by quarter
QuarterHoldersValue
Q2 2026246$1.11B
Q1 2026226$806.6M
Q4 2025240$1.26B
Q3 2025246$1.95B
Q2 2025239$1.44B
Q1 2025228$1.61B
Q4 2024235$1.62B
Q3 2024236$1.77B
Q2 2024216$2.38B
Q1 2024250$2.85B
Q4 2023254$2.67B
Q3 2023245$2.88B
Q2 2023237$3.10B
Q1 2023225$2.86B
Q4 2022243$2.88B
Q3 2022251$3.19B
Q2 2022237$4.09B
Q1 2022208$3.26B
Q4 2021196$2.76B
Q3 2021197$2.01B
Q2 2021200$3.32B
Q1 2021218$3.49B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Grocery Outlet Holding Corp.; share changes are against Q3 2024.

Institutions holding GO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management14$00.00%+9+180.0%Added
JFS Wealth Advisors, LLC1$160.00%00.0%Unchanged
Activest Wealth Management1$160.00%+1New
Global Financial Private Client, LLC2$310.00%+2New
Skopos Labs, Inc.3$470.00%+2+200.0%Added
DiNuzzo Private Wealth, Inc.4$630.00%00.0%Unchanged
MV Capital Management, Inc.7$1100.00%+4+133.3%Added
Abound Wealth Management12$1880.00%+2+20.0%Added
Bell Investment Advisors, Inc14$2190.00%−56−80.0%Reduced
Bruce G. Allen Investments, LLC22$3430.00%−20−47.6%Reduced
Northwestern Mutual Wealth Management Co24$3750.00%−103−81.1%Reduced
Farmers & Merchants Investments Inc43$6710.00%00.0%Unchanged
Quent Capital, LLC45$7020.00%00.0%Unchanged
Spire Wealth Management45$7020.00%+45New
Creative Financial Designs Inc52$8120.00%00.0%Unchanged
TD Waterhouse Canada Inc.60$9370.00%00.0%Unchanged
Principal Securities, Inc.62$9680.00%+31+100.0%Added
Private Wealth Management Group, LLC67$1.05K0.00%+5+8.1%Added
Massmutual Trust Co FSB70$1.09K0.00%00.0%Unchanged
Larson Financial Group LLC71$1.11K0.00%+66+1,320.0%Added
IFP Advisors, Inc76$1.19K0.00%+76New
Versant Capital Management, Inc79$1.23K0.00%+35+79.5%Added
Signaturefd, LLC98$1.53K0.00%+35+55.6%Added
Global Retirement Partners, LLC114$1.78K0.00%+111+3,700.0%Added
Colonial Trust Co122$1.90K0.00%+122New
Farther Finance Advisors, LLC129$2.01K0.00%+24+22.9%Added
Smartleaf Asset Management LLC140$2.11K0.00%−36−20.5%Reduced
Tucker Asset Management LLC145$2.26K0.00%−68−31.9%Reduced
Van Hulzen Asset Management, LLC170$2.65K0.00%+170New
Parkside Financial Bank & Trust195$3.04K0.00%+103+112.0%Added
SBI Securities Co., Ltd.237$3.70K0.00%+237New
Jones Financial Companies LLLP300$4.68K0.00%+300New
Lindbrook Capital, LLC356$5.56K0.00%+285+401.4%Added
Umb Bank N A397$6.20K0.00%+217+120.6%Added
Huntington National Bank398$6.21K0.00%+398New
Fifth Third Bancorp460$7.18K0.00%+460New
Covestor Ltd489$8.00K0.01%+1+0.2%Added
Rise Advisors, LLC553$8.63K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.583$9.10K0.00%−1,082−65.0%Reduced
Nomura Asset Management Co Ltd630$9.83K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.675$10.5K0.00%−3−0.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.677$10.6K0.00%−592−46.7%Reduced
Allworth Financial LP1,067$16.2K0.00%00.0%Unchanged
Leonteq Securities AG1,084$16.9K0.00%+1,084New
SRS Capital Advisors, Inc.1,233$19.2K0.00%+1,233New
EverSource Wealth Advisors, LLC1,405$21.9K0.00%+1,304+1,291.1%Added
GAMMA Investing LLC1,544$24.1K0.00%+883+133.6%Added
MetLife Investment Management1,666$26.0K0.00%−31−1.8%Reduced
US Bancorp1,842$28.8K0.00%−409−18.2%Reduced
Decker Retirement Planning Inc.2,000$31.2K0.02%+2,000New
Parallel Advisors, LLC2,265$35.4K0.00%+916+67.9%Added
Caitong International Asset Management Co., Ltd2,305$36.0K0.04%+2,305New
Aster Capital Management (DIFC) Ltd2,614$40.8K0.02%+2,614New
Group One Trading, L.P.2,721$42.5K0.00%+2,721New
Quadrant Capital Group LLC2,773$43.3K0.00%+2,036+276.3%Added
FMR LLC3,247$50.7K0.00%−832−20.4%Reduced
Corebridge Financial, Inc.4,083$63.7K0.00%−488−10.7%Reduced
KBC Group NV4,506$70.0K0.00%+1,736+62.7%Added
The PNC Financial Services Group, Inc.4,896$76.4K0.00%+4,040+472.0%Added
Sterling Capital Management LLC5,808$90.7K0.00%+2,034+53.9%Added
Canada Pension Plan Investment Board6,700$104.6K0.00%+3,000+81.1%Added
Wells Fargo & Company6,985$109.0K0.00%−2,826−28.8%Reduced
Public Employees Retirement Association of Colorado9,533$149.0K0.00%00.0%Unchanged
Voya Investment Management LLC11,536$180.1K0.00%−6,052−34.4%Reduced
Entropy Technologies, LP11,983$187.1K0.02%−2,717−18.5%Reduced
LPL Financial LLC12,121$189.2K0.00%−644−5.0%Reduced
111 Capital13,284$207.4K0.04%+13,284New
Creative Planning13,484$210.5K0.00%+2,206+19.6%Added
Two Sigma Securities, LLC13,686$213.6K0.04%+13,686New
Point72 (DIFC) Ltd13,767$214.9K0.02%−18,495−57.3%Reduced
Allianz Asset Management GmbH14,100$220.1K0.00%−23,200−62.2%Reduced
Farringdon Capital, Ltd.14,353$224.1K0.09%+14,353New
Mutual of America Capital Management LLC14,714$229.7K0.00%−24−0.2%Reduced
Natixis Advisors, L.P.15,364$240.0K0.00%+15,364New
EntryPoint Capital, LLC15,513$242.2K0.10%+15,513New
Integrated Wealth Concepts LLC15,671$244.6K0.00%+1,377+9.6%Added
RSM US Wealth Management LLC16,293$245.2K0.00%+16,293New
State of Wyoming15,863$247.6K0.03%−1,901−10.7%Reduced
New Age Alpha Advisors, LLC16,476$257.2K0.01%+16,476New
Guggenheim Capital LLC16,955$264.7K0.00%+1,408+9.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)16,995$265.3K0.00%00.0%Unchanged
Aquatic Capital Management LLC17,271$269.6K0.01%−132,729−88.5%Reduced
Manufacturers Life Insurance Company, The18,361$286.6K0.00%−1,519−7.6%Reduced
Numerai GP LLC19,146$298.9K0.08%−48,272−71.6%Reduced
Pictet Asset Management Holding SA19,702$307.5K0.00%+5,411+37.9%Added
Schroder Investment Management Group19,902$307.9K0.00%−1,234−5.8%Reduced
Captrust Financial Advisors19,752$308.3K0.00%−2,555−11.5%Reduced
Fox Run Management, L.L.C.20,186$315.1K0.06%+20,186New
Cedar Wealth Management, LLC20,370$318.0K0.11%+765+3.9%Added
Bank of Montreal20,643$322.2K0.00%−20,208−49.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys20,737$323.7K0.00%−208−1.0%Reduced
KLP Kapitalforvaltning AS20,900$326.2K0.00%+20,900New
Aigen Investment Management, LP21,389$333.9K0.06%+21,389New
Kestra Advisory Services, LLC21,539$336.2K0.00%+21,539New
Rafferty Asset Management, LLC22,007$343.5K0.00%−4,078−15.6%Reduced
Oregon Public Employees Retirement Fund22,900$357.5K0.01%−200−0.9%Reduced
Pallas Capital Advisors LLC23,717$370.2K0.02%−5,086−17.7%Reduced
Mariner, LLC24,293$379.2K0.00%−1,608−6.2%Reduced
Comerica Bank24,513$382.7K0.00%−1,094−4.3%Reduced
State of Tennessee, Treasury Department24,578$383.7K0.00%−1,076−4.2%Reduced